Learn from our ESOP Experts

Read ahead for case studies, webinars, and insightful articles by our nationally-recognized advisors.

For a concise ESOP guide, download our quick reference now.

A Resource for any Schedule

Whether you have a couple minutes or an hour, we can explain the tax, liquidity, and legacy-building advantages of an employee stock ownership plan.

VIDEO OVERVIEW

Get a high-level understanding of employee stock ownership plans.

PODCAST

Learn the process behind an ESOP transaction with this on-demand audio.

WEBINAR

A comprehensive course covering the unique and wide-ranging benefits ESOPs.

An Employee Ownership Case Study

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Join Larry Kaplan, CSG’s Founder and Managing Partner, for a review of the leveraged ESOP feasibility, structuring, and financing process in this brief video.

Based on real client interaction, this case study highlights the key considerations and strategies behind a successful employee stock ownership plan transaction.

Get the Latest ESOP Insights from our Team

Construction Industry ESOPs (Webinar)

June 10, 2022 • CSG Partners Staff

Tax Benefits for ESOP-Owned Companies

April 29, 2022 • David Blauzvern

Why do Leading Companies Trust our ESOP Advisors?

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Experience

Our multi-disciplinary team's primary focus is ESOPs, and our transaction volume is unmatched in the industry. That translates to extensive institutional knowledge and a deep understanding of the variability of employee stock ownership plans.

Analytics-Focused

We leverage proprietary modeling and research tools – refined and developed throughout our 20+ year history – to deliver data-driven ESOP recommendations and solutions.

Financial Reach

Our dedicated capital markets team has access to the same financing sources as private equity firms and top investment banks. In the last five years alone, 30+ bank lenders and funds have financed CSG-led ESOP transactions.